secwatch / observer

Unum Group — fact timeline

Source-grounded facts extracted from Unum Group's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

UNM Unum Group JSON
Shareholder Votes

Unum Group shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2026-05-21 meeting.

“Item 3 - Ratification of Appointment of Independent Registered Public Accounting Firm. Shareholders ratified the appointment of Ernst & Young LLP as the Company ’ s independent registered public accounting firm for 2026, based upon the following voting results: For Against Abstain Broker Non-Vote 137,247,622 3,579,402 197,975 0”
Shareholder Votes

Unum Group shareholders approved Advisory Vote to Approve Executive Compensation at the 2026-05-21 meeting.

“Item 2 - Advisory Vote to Approve Executive Compensation. Shareholders approved, on an advisory basis, the compensation of the Company ’ s named executive officers, based upon the following voting results: For Against Abstain Broker Non-Vote 119,731,115 4,904,980 229,547 16,159,357”
Shareholder Votes

Unum Group shareholders approved Election of Directors at the 2026-05-21 meeting.

“Item 1 - Election of Directors. Shareholders elected the eleven director nominees listed below for one-year terms expiring in 2027, based upon the following voting results: Nominee For Against Abstain Broker Non-Vote Susan L. Cross 124,604,542 169,499 91,601 16,159,357 Susan D. DeVore 124,174,159 570,933 120,550 16,159,357 Joseph J. Echevarria 123,987,839 753,990 123,813 16,159,357 Cynthia L. Egan 123,270,599 1,499,166 95,877 16,159,357 Kevin T. Kabat 122,310,066 2,458,379 97,197 16,159,357 Timothy F. Keaney 123,467,402 1,298,347 99,893 16,159,357 Gale V. King 124,444,117 322,924 98,601 16,159,357 Mojgan M. Lefebvre 124,554,145 209,182 102,315 16,159,357 Kristi A. Matus 124,582,562 187,544 95,536 16,159,357 Richard P. McKenney 124,177,480 588,719 99,443 16,159,357 Ronald P. O'Hanley 123,289,966 1,474,779 100,897 16,159,357”
Earnings Releases

Unum Group reported first quarter of 2026 results: net income $232.0 million ($1.41 per diluted common share), EPS $1.41 per diluted common share.

“Unum Group Reports First Quarter 2026 Results • Net income of $232.0 million ($1.41 per diluted common share) for the first quarter of 2026; after-tax adjusted operating income was $352.5 million ($2.14 per diluted common share).”
Governance Changes

Unum Group: Amended Bylaws to replace 'Chairman' with 'Chair', clarify remote shareholder participation, vote denominator, board authority over proposals, updated definitions, remove obsolete provisions, and update indemnification list (effective 2026-03-04).

“On March 4, 2026, the Board of Directors of Unum Group (the “Company”) adopted amendments to the Company's Amended and Restated Bylaws (the “Bylaws”).”
Earnings Releases

Unum Group reported the first quarter of 2024 results: net income $395.2 million ($2.04 per diluted common share).

“On April 30, 2024, Unum Group (the "Company") issued a news release reporting its results for the first quarter of 2024”
Earnings Releases

Unum Group reported the fourth quarter of 2023 results: net income $330.6 million ($1.69 per diluted common share).

“Unum Group Reports Fourth Quarter 2023 Results • Net income of $330.6 million ($1.69 per diluted common share) for the fourth quarter of 2023; after-tax adjusted operating income was $350.5 million ($1.79 per diluted common share).”

Michael Q. Simonds resigned as Executive Vice President, Chief Operating Officer at Unum Group.

“On January 1, 2024, Michael Q. Simonds, Executive Vice President, Chief Operating Officer of Unum Group (the “Company”), notified the Company of his decision to resign from the Company, effective February 9, 2024, to pursue another professional opportunity.”
Earnings Releases

Unum Group reported the third quarter of 2023 results: net income $202.0 million ($1.02 per diluted common share).

“Unum Group (the "Company") issued a news release reporting its results for the third quarter of 2023”
Earnings Releases

Unum Group reported second quarter of 2023 results: net income $392.9 million, EPS $1.98 per diluted common share.

“Unum Group Reports Second Quarter 2023 Results • Net income of $392.9 million ($1.98 per diluted common share) for the second quarter of 2023; after-tax adjusted operating income was $408.8 million ($2.06 per diluted common share).”

Mojgan M. Lefebvre was elected as director at Unum Group.

“the Board of Directors (the “Board”) of Unum Group (the “Company”) increased the number of directors serving on the Board from 11 to 12 and elected Mojgan M. Lefebvre as a director of the Company, effective July 20, 2023.”
Shareholder Votes

Unum Group shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-05-25 meeting.

“Shareholders ratified the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for 2023, based upon the following voting results:”
Shareholder Votes

Unum Group shareholders approved Advisory Vote on the Frequency of Future Advisory Votes to Approve Executive Compensation at the 2023-05-25 meeting.

“Shareholders voted, on an advisory basis, on the frequency of holding future advisory votes to approve executive compensation as follows: 1 Year 2 Years 3 Years Abstained Broker Non-Votes 150,323,671 357,351 9,137,549 250,662 15,111,620”
Shareholder Votes

Unum Group shareholders approved Advisory Vote to Approve Executive Compensation at the 2023-05-25 meeting.

“Shareholders approved, on an advisory basis, the compensation of the Company's named executive officers, based upon the following voting results:”
Shareholder Votes

Unum Group shareholders approved Election of Directors at the 2023-05-25 meeting.

“Shareholders elected the eleven director nominees listed below for one-year terms expiring in 2024, based upon the following voting results:”
Earnings Releases

Unum Group reported the first quarter of 2023 results: net income $358.3 million ($1.80 per diluted common share), EPS $1.80 per diluted common share. Guidance raised.

“Unum Group Reports First Quarter 2023 Results • Net income of $358.3 million ($1.80 per diluted common share) for the first quarter of 2023; after-tax adjusted operating income was $372.6 million ($1.87 per diluted common share). • Full-year 2023 outlook increased following strong first quarter and underlying trends; Previous outlook of an increase in after-tax adjusted operating income per share of 8 percent to 12 percent increased to 20 percent to 25 percent when comparing to historically reported 2022 results, or an increase of 10 percent to 15 percent on a consistent basis under ASU 2018-12.”
Governance Changes

Unum Group: Amended Bylaws to adjourn stockholder meetings without notice, reserve white proxy card for Company use, remove stockholder list inspection requirement, and address Rule 14a-19 compliance for stockholder nominees (effective 2023-03-04).

“On March 4, 2023, the Board of Directors of Unum Group (the “Company”) adopted amendments to the Company's Amended and Restated Bylaws (the “Bylaws”).”

Francis J. Shammo departed as Director at Unum Group.

“On February 21, 2023, Francis J. Shammo notified Unum Group (the “Company”) that he would not stand for re-election to the Company’s Board of Directors (the “Board”) at the Company’s 2023 Annual Meeting of Shareholders and would leave the Board at the conclusion of his current term.”
Earnings Releases

Unum Group reported the third quarter of 2022 results: net income $410.7 million, EPS $2.04 per diluted common share.

“Unum Group (NYSE: UNM) today reported net income of $410.7 million ($2.04 per diluted common share) for the third quarter of 2022, compared to net income of $328.6 million ($1.60 per diluted common share) for the third quarter of 2021.”

Walter Lynn Rice, Jr. was named as Senior Vice President, Chief Accounting Officer at Unum Group.

“On August 5, 2022, Unum Group (the “Company”) named Walter Lynn Rice, Jr. as Senior Vice President, Chief Accounting Officer of the Company, effective August 7, 2022.”

Steven A. Zabel was appointed as principal accounting officer at Unum Group.

“following which Steven A. Zabel, Executive Vice President, Chief Financial Officer, will serve on an interim basis as the Company’s principal accounting officer until a successor has been named.”

Cherie A. Pashley resigned as Senior Vice President, Chief Accounting Officer at Unum Group.

“On June 29, 2022, Cherie A. Pashley, Senior Vice President, Chief Accounting Officer of Unum Group (the “Company”), notified the Company of her resignation.”

Gale V. King was elected as director at Unum Group.

“On March 4, 2022, the Board of Directors (the “Board”) of Unum Group (the “Company”) elected Gale V. King as a director of the Company.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.